Microsoft CEO Ballmer's legacy is mixed, and the stock is down about 25 percent under his command, reports CNBC's Josh Lipton. Tuesday is the last time Ballmer will lead the company's annual shareholder meeting.

Ed Maguire, CLSA, and Brent Thill, UBS, discuss whether breaking up the tech giant into three divisions is beneficial for the company. Microsoft has a lot of great assets but lack of consistent leadership and messaging has been a headwind, says Maguire.

Microsoft CEO Steve Ballmer wrote a farewell letter to shareholders, saying "we are in the early stages of our transformation, but made strong progress in the last year." CNBC's Jon Fortt, and "The Profit" host Marcus Lemonis grade his assessment.